Unclaimed Profile

Amy S. Croen

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin

Clean recordGENEVA CAPITAL MANAGEMENT LLC

100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 4339839Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy S. Croen · MILWAUKEE, WI

Registration

CRD #4339839 · GENEVA CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy S. Croen is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with GENEVA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

AUM

$5.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GENEVA CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.

Regulatory

SEC/IARD CRD# 4339839

Firm CRD# 105432

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy S. Croen offer?

Amy S. Croen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Amy S. Croen's credentials?

Amy S. Croen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy S. Croen located?

Amy S. Croen is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Amy S. Croen charge for services?

Amy S. Croen's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA CAPITAL MANAGEMENT LLC?

GENEVA CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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